Browsing Tag
401(k)
3593 posts
A 401(k) is an employer-sponsored retirement savings plan that allows employees to contribute a portion of their pre-tax or after-tax income towards retirement. These contributions are then invested, and the growth is typically tax-deferred (in a traditional 401(k)) or tax-free (in a Roth 401(k)) until withdrawn in retirement.
Fintech Giants Roll Out Digital 401(k) Platform
Digital 401(k) Platform empowers advisors to onboard, manage, and grow retirement plans efficiently with Riskalyze and Vestwell.
February 8, 2018
Ascensus Announces Major 401(k) Hires
Ascensus channel management strategy grows as Kathleen Roche and Derek Vito join to strengthen advisor and broker-dealer relationships.
February 8, 2018
Are ‘Record’ 401(k) Balances Awesome or Unsettling?
401(k) balances reached record highs as contributions and strong markets push retirement savings over six figures for many investors.
February 8, 2018
February Top Advisor By Participant Outcomes (TAPO)
It often starts with a discussion of the 401k, but quickly moves towards other areas of their financial well-being, which our research shows are critically important.
February 7, 2018
401(k) Trading Goes Haywire With Market Drop
401(k) trading surged as market volatility hit, with investors shifting from equities to fixed income during sharp stock declines.
February 7, 2018
MassMutual Becomes the ‘Face’ of 401(k)—Literally
RetireSMART app now supports Face ID on iPhone X, giving users secure access and enhanced tools to manage retirement savings.
February 7, 2018
Nuveen Expands DCIO Business with New Hires
Nuveen DCIO Growth continues with new executive appointments, strengthening retirement plan investment solutions and advisor support.
February 6, 2018
Five 401(k) Decision-Making and Documentation Best Practices
Are your clients following a prudent decision-making process in their 401(k) plan? Do they always put the interests of plan…
February 6, 2018
What’s Going on with Managed Accounts in 401(k)s?
Despite solid growth, defined contribution (DC) managed account assets are being starkly under-utilized by retirement savers according to the latest research from Cerulli Associates.
February 6, 2018
Generation X Wants Financial Peace of Mind Through 401(k)s
Turns out Generation X—that cynical, dour bunch—ultimately wants financial security. Over 75 percent of the demographic’s 401(k) participants are…
February 5, 2018